Jose O. Segura

Jose O. Segura, ChFC® CExP™, is a seasoned financial advisor at Wealth Advisory Group LLC, where Jose O. has been instrumental since March 2003 in educating and guiding clients towards achieving their financial goals. Jose O.'s approach emphasizes trust, advocacy, and education, positioning him as a key partner in clients' financial journeys. Prior to their financial career, Jose served as an assistant baseball coach at The College of Saint Rose from September 2004 to June 2011, focusing on hitting and outfield techniques while emphasizing the mental aspects of the sport. Jose holds a Business Exit Planning certification from BEI and a Chartered Financial Consultant designation from The American College of Financial Services.